Oracle has entered into a new agreement with Bloom Energy to secure up to 2.8GW of fuel cell capacity as it increases investment in AI and cloud computing infrastructure.
The deal includes an initial contracted order of 1.2GW, which Bloom Energy has already begun deploying for Oracle projects across the US.
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Installation of these fuel cells is expected to continue into next year.
The collaboration is part of both companies’ strategy to address rising power requirements driven by higher-density AI workloads.
Bloom Energy’s technology supports onsite energy generation that responds to rapid shifts in demand, with a platform designed to match emerging standards such as 800VDC.
The agreement between the companies specifies delivery under a master services arrangement, building on a prior distributed power partnership.
Oracle cited the need for reliable and fast modular power sources to keep pace with growing AI and cloud service use.
Bloom Energy chief commercial officer Aman Joshi said: “We are delighted to expand our relationship with Oracle following an initial successful deployment.
“Together, we are defining a shared vision for the future of energy and AI infrastructure, with Bloom advancing its position as the standard for on-site power.”
Bloom Energy previously supplied Oracle with a fuel cell system that reached operational status within 55 days, a month ahead of the standard schedule.
The latest deal signals continued movement toward local energy generation as part of digital infrastructure.
Oracle Cloud Infrastructure executive vice-president Mahesh Thiagarajan said: “By rapidly deploying Bloom’s reliable, efficient fuel cell energy, we are quickly meeting the demands of our customers across the US.”
Bloom Energy issued a warrant to Oracle on 9 April, under terms first announced on 30 October 2025.
